Use AccountEdge, Shopify, & EasyCSV Together

Follow along: Shopify to AccountEdge quick setup video

Set up your import flow from Shopify to AccountEdge

1. Log into EasyCSV
2. Install the EasyCSV Shopify App in your Shopify Admin. You can choose the free plan for testing or the Project Plan. We offer easy refunds if EasyCSV is not the solution for you. Just ping our support team via chat or email and we get back to everyone.
3. Create a new sheet import page on EasyCSV.io by choosing your source as: Shopify Orders.
4. Choose to send data to AccountEdge.
5. AccountEdge currently has NO automated way to get Shopify Orders into AccountEdge. So EasyCSV can email you a CSV file for simple AccountEdge import every time a new Shopify Order is made. You could also choose to push CSV files to Google Drive, Dropbox, FTP, S3, or others instead of emailing it to yourself.
6. At the bottom of the import flow, put in the email address you want the Shopify Order CSVs to be sent to.
7. At the top of your import flow, turn on your automated fetcher to look for new Shopify Orders every 10-20 min and save.
8. Now, every 10-20 min, EasyCSV will check for new Shopify Orders. Then make a CSV file so you can import it quickly into Account Edge and email the file to you. Or put it on your cloud drive of choice.
9. Download each CSV file to your own computer.
10. Open AccountEdge
11. If the Customer for the order is NOT in AccountEdge yet you may want to import the CSV first to create the customer record. Open AccountEdge and in the upper-left select: File > Import Data > Cards > Customers
12. When the “Import File” screen appears, make sure the “Import File Format” is set as displayed in the video above.
13. Press “Continue”
14. Select the CSV file you want to import from your computer.
15. Select “Automatch”, then match any other fields you want from the CSV file to the AccountEdge fields, and then Press “Import.”
16. Check the log if the records are skipped.
17. Once the customer is in the AccountEdge database you can import the CSV file as an order.
18. Open AccountEdge and select: File > Import Data > Transactions > Sales > Item Sales
19. When the “Import File” screen appears, make sure the “Import File Format” is set as displayed in the video above.
20. Press “Continue”
21. Select CSV file from your computer and press “Open.”
22. Select “Automatch”, then match any other fields you want from the CSV file to the AccountEdge fields, and then Press “Import.”
23. Check the log if the records are skipped.

When will AccountEdge have an automated way to import Shopify Orders?

We don't know and are just trying to help highlight a solution that can help people in the short term. We have asked AccountEdge for a way we can send Shopify Order CSVs some place where they can automatically import them but they are not looking for partners at this time. This question would be best asked to AccountEdge support.

What are the field names that AccountEdge look for when automatching? or what fields can AccountEdge set from their CSV import function?

You can see the list of fields in the Account Edge Help Center for CSV Imports by clicking: Sales-Item >

Having trouble importing into AccountEdge? Watch this video from AccountEdge

The video makes some recommendations that don't make sense for importing from Shopify. Here are some good viewpoints:

• CSV files are ok for import.
• You will NOT want to choose to UNIQUE by Record ID as that value is the record if in AccountEdge. This value does not exist from Shopify.